Allianz

1 month ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Quimper (29)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Experienced wealth management advisor role based in Quimper. You will develop and manage a high-end client portfolio, provide personalized patrimonial advice, and travel to clients’ homes or workplaces to deliver proactive guidance using Allianz tools and a consultative sales approach.

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end client portfolio and network of partners; acquire new clients through proactive outreach and personalized advisory services.
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux et proposer des conseils et des solutions patrimoniales sur-mesure aidées par des outils comme Big Expert.
•Proposer des conseils patrimoniaux sur mesure adaptées à leurs besoins et aux changements législatifs et fiscaux à l’aide d’outils de bilans patrimoniaux.
•Vous déplacerez chez les clients et sur leur lieu de travail afin d’assurer un accompagnement de proximité et un service personnalisé.
•Travailler en collaboration avec les équipes Vie et Services Financiers du Groupe Allianz pour offrir une expérience client complète.

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

•Minimum 3 years experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•Ability to act as the primary point of contact for private clients, delivering personalized advice and solutions
•Proven track record in building and managing a high-end client portfolio and developing a network of partners
•Comfort with client visits at home or on-site to support advisory needs and sales activities
•Strong understanding of legislative and fiscal changes impacting patrimonial planning

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship managementSales orientationNegotiationEmpathy

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn

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Allianz

1 month ago

Conseiller en Gestion de Patrimoine Expérimenté H/F - Quimper (29)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: France

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Develop and manage a high-end client portfolio and network of partners; acquire new clients through proactive outreach and personalized advisory services.
•Fidéliser et accompagner nos clients dans la réflexion et la définition de leurs objectifs patrimoniaux et proposer des conseils et des solutions patrimoniales sur-mesure aidées par des outils comme Big Expert.
•Proposer des conseils patrimoniaux sur mesure adaptées à leurs besoins et aux changements législatifs et fiscaux à l’aide d’outils de bilans patrimoniaux.
•Vous déplacerez chez les clients et sur leur lieu de travail afin d’assurer un accompagnement de proximité et un service personnalisé.
•Travailler en collaboration avec les équipes Vie et Services Financiers du Groupe Allianz pour offrir une expérience client complète.

Pay and Benefits

Perks:Health InsuranceRetirement

Key Requirements

•Minimum 3 years experience in wealth management with strong mastery of patrimonial analysis and dedicated tools
•Ability to act as the primary point of contact for private clients, delivering personalized advice and solutions
•Proven track record in building and managing a high-end client portfolio and developing a network of partners
•Comfort with client visits at home or on-site to support advisory needs and sales activities
•Strong understanding of legislative and fiscal changes impacting patrimonial planning

Experience:3+ yearsWealth managementFinance

Skills:CommunicationRelationship managementSales orientationNegotiationEmpathy

Languages:French

Tech Stack:Big Expert

Company Brief

Allianz

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn